Personal Banker Safe Act - Friendship Heights Branch

Workforcity

Washington District Of Columbia United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Not specified
Sales and service activities
Customer relationship building
Cross-sell treasury products
The Personal Banker SAFE Act position at Workforcity in Washington, D.C. is an entry-level role focused on building customer relationships and driving sales for individual consumer clients. Candidates should have 0-2 years of relevant experience, with a preference for those having banking, retail, or sales backgrounds

Job Summary

  • The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
  • Responsibilities include working with business credit requests, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

Match Score: 75

The Personal Banker SAFE Act position at Workforcity in Washington, D.C. is an entry-level role focused on building customer relationships and driving sales for individual consumer clients. Candidates should have 0-2 years of relevant experience, with a preference for those having banking, retail, or sales backgrounds.

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Sales and service activities
  • Customer relationship building
  • Cross-sell treasury products
  • Small business client growth
  • Deliver client services
  • Compliance with policies

Nice-to-have

  • Build referral business opportunities
  • Leverage technology and marketing tools
  • Drive compliance with regulations
  • Sound ethical judgment

Key Requirements

  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter